Zhi Tong Cai Jing·2026-02-11 07:13Core Insights - 3D printing aligns perfectly with the manufacturing needs of commercial aerospace, offering advantages in performance, cost, and time according to NASA [1] - The application of 3D printing in China's aerospace sector is still in its early stages, with significant room for growth in both engine and rocket body applications [3][4] Group 1: 3D Printing Technology and Applications - 3D printing technology is categorized into seven types based on principles and materials, with metal materials being predominant in commercial aerospace, leading to PBF and DED as the main technical paths [1] - SLM and DED technologies complement each other in precision and size, with SLM suitable for small, intricate parts and DED advantageous for large components and repairs [2] Group 2: Market Potential and Growth - The commercial aerospace sector in China is expected to see rapid growth, with a projected market size of 797 billion yuan for 3D printing applications in the rocket sector under an 80% penetration rate over the next 30 years [4] - The demand for low-orbit satellite networks is anticipated to drive significant increases in rocket launch capacity, further enhancing the market for 3D printing [4] Group 3: Company Recommendations - Recommended companies include Jiangshun Technology, which is involved in aluminum extrusion molds and is entering the 3D printing space, and Huazhu High-Tech, a leader in industrial-grade 3D printing equipment [5] - Jiangshun Technology is expected to benefit from the application of DED multi-metal composites in rocket engines and large structural components [5]